James Underwood

Wealth Advisor at BuckinghamAdvisor - Clayton, MO, US

James Underwood's Colleagues at BuckinghamAdvisor
Ben Lanning

Director of Portfolio Management

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Kimberly Frodyma

Meeting & Events Coordinator

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Alicia Lewis

Associate Wealth Advisor

Contact Alicia Lewis

Isaac Garrett

Client Relationship Specialist

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Ryan McKibben

Associate Wealth Advisor

Contact Ryan McKibben

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James Underwood's Contact Details
HQ
314-725-0455
Location
United States
Company
BuckinghamAdvisor
James Underwood's Company Details
BuckinghamAdvisor logo, BuckinghamAdvisor contact details

BuckinghamAdvisor

Clayton, MO, US • 250 - 499 Employees
Financial Services

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

investment management wealth management fixed income risk management advanced planning investor education institutional investing retirement plan management Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
Details about BuckinghamAdvisor
Frequently Asked Questions about James Underwood
James Underwood currently works for Buckingham Strategic Wealth.
James Underwood's role at Buckingham Strategic Wealth is Wealth Advisor.
James Underwood's email address is ***@buckinghamgroup.com. To view James Underwood's full email address, please signup to ConnectPlex.
James Underwood works in the Financial Services industry.
James Underwood's colleagues at BuckinghamAdvisor are Ben Lanning, Kimberly Frodyma, Alicia Lewis, Nick Drummond, Shannon Linder, Isaac Garrett, Ryan McKibben and others.
James Underwood's phone number is 314-725-0455
See more information about James Underwood